PERC Processing Steps

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1 PERC Processing Steps PERC Process Update templates for PERC Waitlist Warn and PERC Warning o Files are located at W:\ops\DEM\Student Records\Team Records\PERC\ Templates\RTF Templates o Save new copies with updated deadlines o Upload new template to PS Reporting Tools BI Publisher Report Definition PERC Templates are: o QA_CS_SR_PR1 o QA_CS_SR_PR2 o QA_CS_SR_PR4 o QA_CS_SR_PR5 On the Template tab of the report definition, Correct History and add a row to the Template Files Upload your new template from the shared drive, and Inactivate the previous row Run PERC Process for all colleges except Law and Music run as SRBATCH

2 o o o o o Curriculum Management Enrollment Requirements Post Enroll Req Checking Run Post Enroll Req Run Control is PERCProcess Most fields will be populated, you will need to update the Term field to the upcoming term In the Population Selection area, you will need to Edit Prompts for the Pop Select query to the upcoming term, and each Academic Group (excluding SCTI, MUSC and CLAW) You must wait for each process to post before running for the next Academic Group You can follow posting status in the Process Monitor Validate student flagged for Drop Processing o Data validation ensures that the students identified by the system as having failed the prereqs for a class should, in fact, be dropped from that class o You can do this in a variety of ways

3 You can manually go into various PERC rosters and spot check that way Curriculum Management Enrollment Requirements Post Enroll Req Checking Enrollment Requirement Roster You will be searching rosters for the upcoming term and verifying that the students with drop indicators are correct

4 Send Warning s for both enrolled and waitlisted students o Campus Community 3C Engine Run 3C Engine Use the existing Run Controls, you will need to run this twice PERC Waitlist Warn PERC Warning The only item that will need to be updated on this page is the query prompt for the correct term code you can leave the career as is, it will not change the results Note: the Preview Selections can be used for spot checking your results

5 o Campus Community Communications Communication Generation Use the existing Run Controls again, as you will need to run this twice as well PERC Waitlist Warn PERC Warning On the second tab Process Parameters you will need to update the Communication Date Range Selection to the date that you ran the 3C Engine On the third tab Parameters update the Subject to reflect the correct term information and run

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8 Approved Students If the college offices send approval for a student or students to remain in a class, then you must go to the Enrollment Requirement Roster to update the Drop/ Approved Indicator status. You must locate the student(s) on the roster and set the indicator to Approved and save the transaction. Campus Connect Path: Curriculum Management Enrollment Requirements Post Enroll Req Checking Enrollment Requirement Roster Update Drop/ Approved Indicator to Approved and then Save the change. Drop Process

9 Once all the students that have been granted permission by the college offices have been set to approved, you can then proceed to run the Drop process. Campus Connect Path: Curriculum Management Enrollment Requirements Post Enroll Req Checking Process Drop Requests Be sure you are logged in as SRBATCH Use the existing Run Control PERCDrops Update the Term to the upcoming term in both the top field, and the Query Prompt, then save and run. Select SRRQDROP. 3C Engine

10 Next you will need to update the 3Cs for both dropped and dropped from WL students. Campus Connect Path: Campus Community 3C Engine Run 3C Engine You will need to run the 3C Engine twice (this documentation only shows one of the two). Once for drops and once for dropped from a WL. The Run Controls are: PERC Drop Letters PERC Drop Waitlist The only item that will need to be updated/checked on these run control pages is the query prompt for the correct term code (upcoming term) you can leave the career as is, it will not change the results. Note: The Preview Selections can be used for spot checking your results. Communication Generation

11 Next you will need to send Drop s for both dropped and dropped from WL students. Campus Connect Path: Campus Community Communications Communication Generation You will need to run the Communication Generation twice as well (this documentation only shows one of the two). Once for drops and once for dropped from a WL. The Run Controls are (same as 3Cs): PERC Drop Letters PERC Drop Waitlist You will need to update the following before running each run control: On the second tab Process Parameters you will need to update the Communication Date Range Selection to the date that you ran the 3C Engine (typically today s date). On the third tab Parameters update the Subject to reflect the correct term information (upcoming term), save and then run.

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13 PERC Drop List Lastly, send Michael a list of students who were dropped from PERC using the query SR9_PERC_WRN_DRP_LIST. You should filter out the warnings, as both transactions will appear for each student in this report.

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